2014 EDITION

2015

TOP 40
10 CRM
SOFTWARE
[SEGMENT]
REPORT
SOFTWARE
REPORT

Comparison of the Leading CRM Software Vendors

Profiles of the Leading [SEGMENT] Software Vendors

Overview of CRM Software Solutions

Customer Relationship Management (CRM) simplifies company-client relations by providing a

centralized repository for collecting information on prospective customers and established clientele.
The ideal CRM system synchronizes your various marketing efforts and optimizes your marketing
efforts by automating customer communications. Business owners should consider a CRM platform
if they find it difficult to maintain regular interactions with clients or lack a comprehensive system
for communicating with customers. A company might also find value in transitioning to a new
CRM solution if they find an existing ad-hoc platform like a spreadsheet to be time-consuming or
inadequate for their existing needs.
The best CRM platforms will enhance client interactions through a number of tools designed to fit
your company size and needs. Look for a flexible
solution that automates key client transactions
and interactions, improves your customer support

Key Features

services and efficiently manages your marketing

SaaS or

campaigns. For more information about the

solution

variations of CRM solutions available, check out

Business-Software.coms range of CRM vendor
reports, all of which are available on our Exclusive
Reports page.
Read on to browse the leading CRM systems and
discover which ones will be the best fit for your
company in our Top 40 CRM Software Comparison
report.

on-premise

Mobile
accessible

Data import
formats

Analytics

Email

Email

marketing

integrations

Data cap
per user or
unlimited

Free trial
version

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2015, Business-Software.com.
2014,
All All
Rights
Rights
Reserved.
Reserved.
Reproduction
Reproduction
Prohibited.
Prohibited.

Top 40 CRM Software Comparison

Salesforce Sales Cloud

www.salesforce.com

at
Basic:Starts
$5/user/mo.
$25/user/mo
Group:
$25/user/mo.

NetSuite CRM+

C2CRM

Infor CRM

Sage CRM

www.netsuite.com

www.c2crm.com

crm.infor.com

na.sage.com

$129/user/mo.
$129/user/mo

$47-$67/user/mo
$47-$67/user/mo.
based
Basedon
onpackage
package

Contact Infor for

$65/user/mo
price quote

$39/user/mo.
$39/user/mo

Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

NBCUniversal, Siemens,

Aeris.net, AMPRO,

Verizon Wireless, Dean

Amica Life Insurance,

Panasonic, Lockheed

Dell, Kelly Services, Dr.

Oakland Athletics,

Foods, Douglas Machines,

UniFirst, Harry Rosen,

Martin, Armstrong, Caber

Pepper Snapple, HP

Document Sciences

Cemex, City of Coppell

Meridian Bioscience

Sure Fit, NYSE

Key Features

Key Features

Key Features

Key Features

Key Features

Additional Features
Real-time updates on
contacts, accounts,
opportunities and
documents
Consolidate account
history, customer
communications,
contacts and more
Social media insight
Log calls and
respond to leads from
mobile devices
Manage and track
campaigns across
multiple channels
Business data
View details about
deals the sales
team is pursuing
Securely share files
Email and calendars
Analytics and
forecasting
Build and manage a
loyal partner community
Application library

Additional Features
Opportunity
management views
Competitor tracking
Customer-specific
pricing and discounting
Multiple-leads tracking
360-degree view into
prospect and customer
records
Real-time sales
forecasting
Integrated order
management
Quote and order
management
Incentive compensation
Commissions
management
Sales and marketing
Library publishing
Case management
Knowledge base
management
Customer portal
Time tracking

Additional Features
Relationship
management maintains
customer information
in central repository for
quick access
Sales management
includes all areas under
relationships
Sales force automation
Customer service tracks
post-sales activities
Help desk support, time
and material billing and
field service
Marketing management
provides automated,
collaborative
communications via the
customers preferred
method of contact
Analytics help uncover
the best or most
profitable customers
Determines actual
costs associated with
servicing customers

Additional Features
Easy-to-use interface
and intuitive functionality
for faster user adoption
No install mobile
available on leading
smartphones and tablets
Embedded CRM inside
Microsoft Outlook with
Infor CRM Xbar for
Outlook
Standard open APIs &
integration options
Seamless integration
with back office systems
via Infor ION
Advanced customization
capabilities to
personalize and
configure CRM
Available in French,
English, German,
Russian, Italian,
*Portuguese, *Spanish,
and *Chinese

Additional Features
Easy-to-use interface
Fully customizable
dashboard
Relationship
management graphs
Customizable graphical
workflow
Create accurate quotes
and orders
Quickly execute
marketing campaigns
Manage collaboration
and team selling
Customer service and
support
Reporting and analysis
Leverages financial
information from backoffice system
Mobile access on the
latest smartphone and
tablet devices
Application integration
Outlook and Exchange
integration
Social media integration

(* Translation available through

Channel Partner)

2015,
2014, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

Base CRM

www.getbase.com

at of
Up
to
Up Starts
to 22 lines
lines
of
$45/user/mo
pricing
summary
pricing
summary

Mothernode CRM

www.mothernode.com

Starts
at of
Up
Up to
to 22 lines
lines
of
$49.99/user/mo
pricing
summary
pricing
summary

Insightly

www.insightly.com

Free up to 2 users
Up
Up to
to 22 lines
lines of
of
Premium plan is
pricing
pricing summary
summary
$15/user/mo

Gold-Vision CRM

www.gold-vision.com

Up
22 lines
of
Up to
to at
lines
of
Starts
$24/mo
pricing
pricing summary
summary

bpmonline CRM

www.bpmonline.com

Up
Up to
Starts
to 22 lines
lines
at of
of
pricing
summary
pricing
$25/user/mo
summary

Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

Barnes & Noble,

RBC Securities, Omaha

NY State Assembly,

Ordnance Survey, British

Heineken, Bayer, Allianz,

Expensify, Wayfair, Dom &

Public Library, ASI Sign

Reddit, Centercode,

Chambers of Commerce,

Heinz, Pelco by Schneider

Tom, Sartorius

Systems, Izone Imaging

YepRoc Records

Cosworth, Bridgestone

Electric

Key
Key Features
Features

Key
Key Features
Features

Key
Key Features
Features

Key
Key Features
Features

Key
Key Features
Features

Additional Features
Base Voice includes
calling, recording,
logging and reporting in
one platform
Base Power Insights
provides reporting for
important sales metrics
Native apps available
on iOS, Android and
Windows devices
Real-time visibility into
your sales pipeline
Automatically track
and share your email
communications, no
matter where you are
Base Appointments is a
sales-focused calendar
that knows whos
associated with each
deal
Base Document
Repository provides one
shared library for all files
a team needs

Additional Features
Real-time account
management
Leads and opportunities
Sales management
Custom reports
Dashboards
Tasks & calendar
integration
Collaboration and realtime notifications
Android, iOS mobile
applications
Email templates
Email integration
Campaign management
Help desk
Case management
Quotes & proposals
Document signing
Inventory
Vendor management
File libraries
Customization
Permissions
Easy to use

Additional Features
Task and calendar
management
Contact management
helps you efficiently
leverage your network to
grow your business
Opportunity reports
to manage key sales
metrics
Project management
with activity sets,
pipelines and milestones
Social CRM allows you
to see your contacts
information on popular
sites
Integrates with Box,
Dropbox, Evernote,
Google Apps, Zapier,
MailChimp, Microsoft
OneDrive, Microsoft
Outlook 2014/Office 365
and QuickBooks Online
(premium plan)
API
iOS and Android apps

Additional Features
Outlook and Exchange
integration
Integrated marketing
Automation and email
marketing
Device-independent
mobile access
Dynamic dashboards
and powerful reporting
Opportunity and pipeline
management
Quote management
Event and project
management as
standard
Sophisticated lead
management and
scoring capabilities
Social media integration
Advanced customization
capabilities

Additional Features
Extended business
process management
360 customer view
Lead management
Campaign management,
email and event
marketing
Opportunity and pipeline
management
Orders and invoices
Field sales management
Sales forecasting
Project management
Omnichannel contact
center
Case management
Knowledge
management
Service catalog
Customer portal
Enterprise social
network
Outlook, Exchange,
Google integration
Social media integration
Unlimited customization

2015,
2014, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

SAP Cloud

Microsoft Dynamics

for Sales

CRM

www.claritysoft.com

www.sap.com

www.microsoft.com

www.salesnexus.com

$39/user/mo

Contact vendor for

pricing details

Starts at
$65/user/mo

Starts at $55/mo

Commence CRM

ClaritySoft

www.commence.com

Starts at
$19/user/mo

SalesNexus

Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

Weight Watchers, NRA,

Berkshire Hathaway,

Bentley Systems, BOA

Delta Air Lines, Hitachi

Better Business Bureau,

Maryland General

The City of Dublin, Ohio,

Group, Proseed, Rieber

Solutions America, ING

Community Coffee,

Assembly, Kenway Mack

Ovation Brands, Clareon

Bank, Pandora, PGA Tour

LoanDepot

Key Features

Key Features

Key Features

Key Features

Key Features

Additional Features
Contact Management
Organization Chart
Activity Management
Task, Reminders, Alerts
Group Calendaring
Notes & History
Custom Dashboards
E-mail integration
Lead Scoring
Pipeline Management
Forecast & Reporting
Custom Reporting
Analytical Reporting
Marketing Campaigns
Bulk-E-mail
Letter Templates
MS Word Integration
Document Library
Web to Lead Capture
Customer Service
Automated Ticketing
Support Knowledgebase
Customer Portal
Project Management
Tasks & Time Slips
Conversations Chat

Additional Features
Online and offline
access to data
Quick and easy setup
fully supported by
ClaritySoft specialists
Seamless integration
with MS Outlook, Gmail
and QuickBooks
Affordable
Free lifetime support
provided by ClaritySoft
employees
Easy and intuitive
navigation
Custom fields
User profiles
Access rights
Data is maintained
in your own private
database
Manages accounts,
contacts, leads,
dashboards and more
Mass email with
analytics lets you view
open rates

Additional Features
Marketing resource and
brand management
Campaign management
Segmentation and list
management
Real-time offer
management
Loyalty management
E-marketing
Collaboration tools to
manage communication
Offers relevant services
based on customer insight
Ecommerce
Interaction center
Partner channel
management
Interaction center
E-service
Web channel analytics
Increase sales and
extend market reach
Drive customer loyalty
and demand through
targeted, personalized
e-marketing campaigns

Additional Features
Create business
connections across
CRM activities and
entities
Build teams with users
from multiple business
units
Audit changes to
business data with
automatic notification
Role-based access and
permissions
Measure performance of
organizations, business
units, teams and
individuals
Contract management
Knowledge
management
Mobile capable
Real-time analytics
Scheduling tools
Workflows establish
rule-based approvals
Marketing tools
Sales force automation

Additional Features
CRM and email
Marketing in one system
for sales teams
Select 500 prospect
contacts each month
at no charge via
LeadFerret.com,
including email
addresses
Capture leads from your
website
Marketing automation
to create ongoing
multi-step campaigns
and activate them
automatically based on
activity, lack of activity,
etc
Integrate with virtually
anything using our
robust API
Click-to-call using
RingCentral or 3CX

2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

Prophet CRM

GoldMine CRM

MaximizerCRM

Infusionsoft

Act! Premium

www.avidian.com

www.goldmine.com

www.maximizer.com

www.infusionsoft.com

www.act.com

Starts at $55/user/
mo for teams

Licenses start at
$1,695 for 3 users

$55/user/mo

Starts at $199/mo

SaaS starts at $45/

user/mo; Single-user
license costs $500

Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

AT&T, Bank of Hawaii,

Air Animal Pet Movers, TE

Rolex, Radisson, Nestle,

All About Spelling, Hear

American Health

Century 21, Cisco, Dell,

Financial, Electrolab, WW

Hallmark, BBC, EMI,

and Play, Trainz.com, Just

Insurance, Amerifund,

Fujitsu, Gateway

Cannon

HSBC, Siemens

A Minute LLC

Buelow Financial Group

Key Features

Key Features

Key Features

Key Features

Key Features

Additional Features
Centralize contact
management
Sales opportunity
tracking
Flexible, customizable
reports
Prophet SyncAcross
and DupeDetector
On-premise or cloud
deployment on demand
Scalable CRM in
Outlook
Advanced user
permissions
Sales automation/
workflows
Generate quotes in
Excel
Share customer
communication

Additional Features
All modules for
marketing, sales,
customer service and
management
Concurrent and shared
licensing
Easy setup by end user
or with help from over
100 national certified
consultants
Automated processes
for workflow
Real-time drill down
dashboards
Links to Word, Excel
and Adobe
Outlook client add-in
Auto-linking of sent and
received emails
Faster access than
browser-based apps
Integrates with
ConstantContact
Web access with
iGoldMine add-on
Mobile access

Additional Features
Account and contact
management
Sales force
automation, opportunity
management and sales
forecasting
Marketing automation
and email marketing
Case management,
customer self-service,
knowledge base and
computer telephony
integration
Reports, dashboards
and custom reporting
Add-ons available for
process automation
and business activity
reporting
Customization
Audit changes
Role-based access and
permissions
Integration with
Microsoft Office and
Outlook

Additional Features
Sales activities
Lead qualification and
distribution
Sales and conversion
reports
Opportunity and pipeline
management
Web forms
Customer segmentation
Calendar
Auto responders
Social media
Behavioral triggers
Multimedia marketing
Storefront and
shopping cart
Electronic order forms
Payment plans
Product management
Workflow automation
discounts, upsells
and trials

Additional Features
Store contact
information and other
related details in a
central database
Track all calendar
events like calls, to-dos
and meetings
Team calendar view
Create, send and track
campaigns
Easy-to-use marketing
tools
Design email templates
Group dashboards and
reports
Use tools like Office,
Outlook, Google,
Dropbox and LinkedIn
directly within Act!
Video training and
expert support included
in Premium SaaS
edition

2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

InfoFlo

Pipedrive

Campaigner CRM

Highrise CRM

Oncontact CRM 7

www.carmelvision.com

www.pipedrive.com

www.campaignercrm.com

www.highrisehq.com

www.oncontact.com

Starts at
$99/user license

Starts at
$12/user/mo

Starts at
$29.99/user/mo

Starts at $24/mo
for up to 6 users

SaaS costs $49.95/

user/mo; On-premise
costs $995/user

Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

Alliant Capital LLC, FHD

The Brigade Inc,

John Hancock Financial,

Cubit Planning, Lead

Prudential, Protective,

Inc, Pinpoint Profiles LLC

Subledger, Iterable

Northpak Container,

Graffiti, Wood Holmes,

CBC, Carfax, Biotek

Aethon, MSA

Problem, Adverplans Inc

Key Features

Key Features

Key Features

Key Features

Key Features

Additional Features
Manage all customer
information from one
easy-to-use interface
Track and automatically
link contact information
back to the correct
contact
Custom fields
Relationship
management
Collaboration and
sharing tools
Leads and opportunities
management
Database search
function
Notes management
Document archiving
Email management
Import contacts from
Outlook
Built-in softphone
Recording management
Social media integration

Additional Features
Intuitive pipeline view
Reporting filters
Admins can configure
objectives, companies
and contacts, products,
deals, etc.
Automatic follow-up
functionality
Track reasons for
winning/losing a sale
Role-based permissions
Distribute problems and
solutions to entire team
with minimal clicks
Carry-forward for
maximized learning
Two-way Google
Calendar integration
Automatic email
integration
Easy import from
Google, Excel and
Highrise enables sameday Pipedrive system
setup

Additional Features
Create emails
500+ email templates
Add own text and
images
No previous knowledge
needed
Smart email builder
Customize entire email
Automatically formats
content
Resize and edit images
Personalize emails
Automatically add
customers name
Target specific
customers
Tracking and results
Track total emails sent
Track total emails
opened
Measure results
Report statistics

Additional Features
View and track each
contact on his or her
own page
Robust task
management
Easily track deals,
proposals and leads
Simple permissions
tools
Add contacts in seconds
Tracks emails,
conversations and tasks
Latest activity screen
view
Customizable
Cases helps you keep
related notes, files,
images and people
together in one location
Collaboration tools

Additional Features
360-degree CRM view
Improve sales efficiency
Marketing automation
Streamline customer
service
Links to social networks
Powerful analytics
Microsoft Outlook
integration
Mobile
Rich internet application
User preferences
Customizable
Provides central location
where all departments of
your company can share
necessary information to
collaborate and provide
detailed communication
with customers

2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

Oracle CRM

BlueCamroo

LeadMaster

Pipeliner CRM

Nutshell

www.oracle.com

www.bluecamroo.com

www.leadmaster.com

www.pipelinersales.com

www.nutshell.com

Starts at
$75/user/mo

$45/user/mo

Starts at $150/mo
for 3 users

$35/user/mo

$15/user/mo

On Demand

Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

Alphawest, Equifax, NKK

Contact vendor for case

BIO-key International,

Hunt Big Sales, Tensator,

Contact vendor for case

Switches, Verigy

studies

Channel Tools, Nebraska

Quest RMG, Juniper

studies

Christian College, Compaq

Systems, Tiger Coatings

Key Features

Key Features

Key Features

Key Features

Key Features

Additional Features
Account management
Agreement
management
Audit trail
Billing management
Call center optimization
Credit management
Customer acquisition
Customer and partner
applications
Customer retention
Equipment and
infrastructure
Fraud management
Order configuration and
management
Pricing management
Third-party and legacy
Integration
Trouble ticket and
service request
Management upselling
and cross-selling
Usage, billing and
service details
Full customization

Additional Features
Integration services
Tools to increase
customer capability
and service by enabling
customers to discover
the answers they
need quickly
Consistent UI
Customer and account
data
Management tools
Knowledgebase
provides documentation,
product briefs, answers
to FAQs and more
Access to
downloadables
Ticket tracking
Live chat with support
representatives
Mobile support
Community building
Customer satisfaction
measurement
Business intelligence

Additional Features
Email and drip
marketing
Lead nurturing
Market segmentation
ROI analysis
Activity tracking
Opportunity
management
Lead management
Synchronizing
sales data
Analytics and
forecasting
Mobile CRM
Outlook integration
Modules for everything
from contact
management and task
automation to lead
development, marketing
automation and analytic
reporting

Additional Features
Business intelligence
Contact management
Create pre-formatted
and custom reports
Create, measure and
gauge deals
Complete archive of all
deals won and lost
Lead generation and
management
Opportunity tracking
Calendar integrates with
Google and Outlook
calendars
Manage calls, emails,
social interactions,
tasks, appointments and
reminders
Social selling activities
Integrates with popular
tools like Office
Dropbox, MailChimp,
Google, Marketo,
HubSpot and more

Additional Features
Track calls, email and
meetings
Automatically import
emails via Google Apps
or IMAP
Real-time event feed
and detailed reports
Track leads and sales
Manage all contact
details
iPhone and Android
apps can show reports
on company health
Create, search and edit
contact information
Team collaboration tools
Email and mobile
notifications
Integrates with Google
Apps, MailChimp,
Zapier, Zendesk and
more

2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

Aptean Pivotal CRM

Salesnet CRM

WORK[etc]

Soffront CRM

SugarCRM

www.aptean.com

www.salesnet.com

www.worketc.com

www.soffront.com

www.sugarcrm.com

$30/user/mo for
Standard Edition

Starts at
$78/mo for 2 users

Starts at
$20/user/mo

Starts at
$65/user/mo

Contact vendor for

pricing details
Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

Canon, SunTrust, Verizon

Sovereign Bank, ITSM

Contact vendor for case

Boeing, Genzyme,

Avis, H&R Block, Coca-

Wireless, VMWare, TD

Academy, Namasco,

studies

Minnesota Secretary of

Cola Enterprise, AXA,

Bank

Valley Bakers

State, SAIC

BDO Seidman

Key Features

Key Features

Key Features

Key Features

Key Features

Additional Features
Customizes data model,
user interface and
business processes
Leverages metadatadriven architecture
Access to a library of
industry applications
in areas such as
finances, real estate,
manufacturing and
health care
Integration with Microsoft
Office, Outlook and
SharePoint
Stores relevant
information in a single
database
Gains deeper insight into
business activities and
customers
Integrates with backoffice and enterprise
systems

Additional Features
Adapt and create
modules and
workflows that optimize
organizations everyday
processes
Easy sync for Microsoft
Outlooks users
Optimized for the rise
of mobile
Sort existing customers
and qualified prospects
with user-friendly lead
management tools
Executives and
marketing managers
can create easy-tomonitor campaigns and
analyze them
Highly capable
import wizard makes
the importation and
migration of data
completely painless

Additional Features
Includes CRM, project
management, invoicing,
help desk and more
Capture sales leads
from web forms, mobile
devices and email
Complete history of all
customer interactions
Email templates
Email marketing
campaigns
Customer lifecycle
management
Lead management and
sales pipeline
Contact management
Sync contacts from
Google Accounts and
Outlook, between
coworkers and across
devices
Open API

Additional Features
Sales automation helps
forecast better and
manage opportunities
effectively
Customer support helps
manage customer
support tickets from
submission to resolution
CRM portal opens the
door to customers,
employees and partners
for ticket management,
self-service, Q&A and
document management
Project management
ensures service and
delivery excellence
Marketing automation
Employee support
Back-office support
Help desk software
Project management
and defect tracking
Mobile CRM
Outlook integration
QuickBooks integration

Additional Features
Opportunity
management
Contact management
Account management
Forecasting
Quotes and contracts
Dashboards
Multi-channel
campaigns
Campaign wizard
Email marketing
Web-to-lead forms
Lead management
Case management
Inbound email
Knowledge base
Social media
Email integration
Online collaboration
Document sharing
Sales trends
Case reports
Customer profiles

2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

PipelineDeals CRM

Click HQ

Workbooks CRM

Zoho CRM

Nimble

www.pipelinedeals.com

www.clickhq.co.uk

www.workbooks.com

www.zoho.com

www.nimble.com

$24/user/mo

Starts at
$31/user/mo

Paid editions start

at $30/user/mo

Starts at
$12/user/mo

Starts at
$15/user/mo

Select Customers

Select Customers

Select Customers

Select Customers

Select Customers

The Shearwater Group

eRecruit Solutions, United

Pitmans LLP, CRCC Asia,

Affordable Housing

Skyline Boston, SociaLink,

Inc, Concentra, Cloops,

Brands, Rimes and Co,

EST Marketing, Taopix

Alliance, JetHub,

Viwo Inc

Group ISO

Kata Rocks

Ltd, Caspian Media

MicroLOGIX, T3 Direct

Key Features
Features
Key

Key Features
Features
Key

Key Features
Features
Key

Key Features
Features
Key

Key Features
Features
Key

Additional Features
Sales dashboard
displays visual pipeline
metrics
Real-time deal status
updates
Deal management
Contact and lead
management
Customizable
activity tracking and
notifications
Accessible from any
mobile device
Import data from
Outlook, Google,
vCards, Excel and other
CRM systems
Customizable data
filtering
Collaboration tools
Set and track sales
goals
Integrates with Google
Apps, MailChimp,
Outlook, VipeCloud,
Zapier and more

Additional Features
Capture leads from
forms
Account management
Lead and sales
management
Portal for online ordering
Document templates
Email templates
Product catalogue
Tariffs and pricing
Invoicing
Account ledgers, credit
notes and payments
Business process
management
Campaign management,
telesales and email
marketing
Report builder
Internal collaboration
Social integration
Outlook integration
Sage integration
API supported

Additional Features
Sales force automation,
pipeline and forecasting
tools
Marketing automation
Google Analytics and
Adwords integration
Google Apps integration
Integrates with
MailChimp and other
email marketing
platforms
Sales order and supplier
order management
Contract management
Customer service
and support case
management
Invoicing and collection
Integrates with Sage,
Quickbooks and other
accounting tools
MS Outlook integration
Powerful automation
engine
Open API

Additional Features
Automate pipeline
for lead generation,
qualification and
conversion
Custom web forms
Auto-assign leads with
custom rules
Centralize accounts,
related contacts,
opportunities, etc.
Follow up on sales
activities
Forecast sales
Opportunity
management
Email integration
Mail merge
Social CRM
Google Apps integration
API and custom apps
Permission-based
security
Campaign planning
Execute email marketing

Additional Features
Contact management
Unified communications
Activity management
Social media monitoring
Sales and marketing
Third-party integrations
Aims to unify all the
disparate data and
communication methods
that businesses used
to track contacts, leads,
calendars and events
Facilitates collaboration
and communication
between team
members, prospects,
clients and contacts
Brings together email,
activities, social
networks and marketing
and sales tools into one
solution accessible from
anywhere

Measure marketing
performance

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2014, All Rights Reserved. Reproduction Prohibited.